If your properties are insured, Moderan lets you store all relevant insurance details in one place, including contract information, durations, conditions, and deadline reminders
Adding insurance information
Insurance contracts are recorded in Moderan as Service Contracts. To add one and link it to a property:
- Go to Contracts > Service Contracts and click + Add New.
- Fill in the required fields (marked with an asterisk): Contract Number, Property, and Service Provider.
- Use the Contract Subject field to note that this is an insurance contract.
- In the Property field, select the property (or properties) covered by this policy. Selecting a property here links the contract to it. You can select multiple properties if one provider covers several.
Setting Reminders
After filling in the contract details, scroll to the Reminders section. You can set two types of reminders:
- Contract End reminder — how many months in advance you'd like a warning before the contract expires. This also feeds into the Contract Deadlines Report.
- Custom reminder — any other date-based alert relevant to this contract.
Reminders are sent to your email, along with any other Moderan reminders associated with your account.
When you're done, click Save.
Adding Files and personal reminders
Once saved, the contract appears in your Service Contracts list and is linked to the selected properties.
Open the contract to access the Interactions & Files section, where you can:
- Upload insurance documents
- Log price negotiations
- Schedule future meetings or follow-ups
Entries in this section act as personal reminders and are only visible to the person who created them.
For more on using the Interactions & Files section, see this article
Explore more articles in the Moderan Knowledge Base. If you have any questions or need assistance, feel free to contact us via chat or at support@moderansolutions.com.